Offer the financial products that will delight your customers, earn unwavering loyalty and win new banking and insurance business.

The ability to get real-time customer feedback means everything in the highly competitive financial services environment. From optimizing the experience for account application processes, to managing customer service issues, aligning in-branch and online channels or just getting the right promotion to the right client at the right time, Toluna delivers actionable insights you can rely upon to meet your business goals.

Here’s how we help financial services and insurance firms gain smarter insights:

In-moment & long term satisfaction

Client transactional satisfaction

Online application preferences

Call center operational satisfaction

Post engagement surveys

Insurance claim satisfaction

Competitive benchmarking

Product & services assessments

Client loyalty drivers

Service hours & locations

Mobile & online banking attitudes

Employee training feedback

Self-serve banking preference

Agent & broker development

Retail engagement measurement

Brand strength testing

Whether retail, brokerage or online financial services, Toluna’s solutions can provide you the data and insights to satisfy your current customers wants and needs as well as drive acquisition to expand and grow your client base.